Skip to main content

How do I manage staff credentials?

Updating your staff details in the platform

Hayley Jones avatar
Written by Hayley Jones
Updated over a month ago

You can easily manage your staff’s login credentials through their user account.

Follow these steps:

Steps to Access User Account Details

  • Go to Company in your main menu.

  • Select Users.

  • Click Actions next to the relevant user.

  • Choose View/Edit User Details.

What You Can Do Here

  • Check and update the user’s name to make sure it’s correct.

  • Verify or change the email address or username.

  • Review and update the user profile.

  • Send a password reset link if needed.

  • Delete a user account if required.

Use this section to keep your staff’s login information accurate and up to date.

Did this answer your question?